-26.6%
WDAY vs PNC
+129.9%
-156.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.8% |
| 7D | -10.5% | -0.9% | -9.7% | -10.3% |
| 30D | +2.1% | -4.4% | +6.5% | +3.4% |
| 3M | +34.6% | +5.3% | +29.4% | +32.5% |
| 6M | +29.9% | +19.6% | +10.3% | +22.3% |
| YTD | -13.8% | +19.1% | -33.0% | -18.9% |
| 1Y | -18.3% | +24.3% | -42.6% | -24.4% |
| All | -26.6% | +129.9% | -156.5% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling